-83.9%
RIVN vs B
+148.9%
-232.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.2% |
| 7D | +4.1% | +2.3% | +1.8% | +3.3% |
| 30D | +1.1% | +1.4% | -0.3% | +0.5% |
| 3M | -4.0% | +12.2% | -16.2% | -7.4% |
| 6M | +5.2% | -2.1% | +7.3% | +4.8% |
| YTD | -18.0% | +2.9% | -20.9% | -19.6% |
| 1Y | +15.6% | +55.3% | -39.7% | +2.0% |
| 3Y | -30.0% | +198.7% | -228.7% | -48.7% |
| All | -83.9% | +148.9% | -232.8% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded B wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling